01 Identify & Route
Find the liens.
Know who to contact.
Closeout starts from the intake form or insurance card, identifies potential liens and recovery interests, and connects each carrier to the recovery vendor handling its claims.
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Start investigationStart the investigation
- Reads the intake form or insurance card to start the process
- Finds the coverage and identifies potential liens and recovery interests
- Routes each initial request to whoever collects, and sends it from your mailbox when you approve
How it works
From intake to the first request, without the hunt.
- 01
Read the intake
Closeout reads the intake form or insurance card and every document on file, and pulls out the coverage, the providers and the dates.
- 02
Identify every interest
Health plans, hospital liens, Medicare, Medicaid, MedPay and workers' comp are listed as recovery interests, each tied to the document it came from.
- 03
Route to whoever collects
Each carrier is matched to the vendor or department that actually handles its claims, with the channel and what they require.
- 04
Send on your approval
Initial requests are drafted and sent from your own mailbox, by email or fax, only after someone at your firm approves them.
Find the handler
Know who handles every carrier.
- Recovery vendor
- Optum
- Contact
- Optum Recovery Services
- Phone
- 888-870-8842
- Remit-to
- PO Box 2789, Warminster, PA 18974
- Payment
- Check or ACH
Plan line: self-funded ERISA (UMR) → strong recovery. Negotiate on the plan's language.
Find the handler
- Matches each carrier to the recovery vendor that handles its claims
- Surfaces the contact, the remit-to, and what the vendor requires
- Shows the plan type and your leverage, with your firm's notes on the carrier
On the platform
What powers Identify & Route.
Closeout Intelligence
Every document read on arrival, every field extracted, and the liens hiding in the language flagged with the page they came from.
Subrogation Intelligence
The recovery vendor behind each carrier, the verified contact and remit-to, what to send, and the plan line that sets your leverage.
Identify & Route
Start every case knowing who is owed.
The liens found, the right party contacted, the first request out on your approval.
Questions, answered.
No. Closeout prepares each initial request, and nothing leaves until someone at your firm approves it. Approved requests go out from your own mailbox, or by fax where the payer requires it.
The card says so. Closeout's team verifies the pathway before anything is sent, and the card shows that work in progress so your team does not have to chase it.
Health plans, hospital and provider liens, Medicare, Medicaid, auto MedPay and workers' compensation. Interests the documents rule out are listed separately with the reason, so you can see what was checked.